About DocFinity

DocFinity is an enterprise content management software that helps organizations to manage documents, records, forms and workflow options. The software also offers business process management features and can either be deployed on-premises or be hosted in the cloud.

DocFinity offers a variety of features including document indexing, scanning paper documents to digital files, importing multiple file types, search functionality, document viewing and annotation capabilities. The software supports versioning of documents and can print multiple stored documents without the need to open them. In addition to its core functionalities, DocFinity offers many add-on modules that help to expand and enhance the product’s capabilities. Additional features offered include visual dashboards, eForms, records management, hierarchical storage management and automated compliance management. The software supports audit trails and integrates with third party applications such as SharePoint, Oracle applications, SAP and Microsoft Office. Docfinity BPM software helps to connect disparate software systems, automate workflow reporting and monitor job inventories and output. It helps to model, automate, execute, control and measure all business processes and aids in better decision-making. DocFinity Intelligent Capture add-on helps to auto-classify large groups of documents, launch workflows & business processes and extract content from other sources.

The software can be accessed on desktops and mobile devices using browser-based apps and is targeted at companies in a wide range of industries including healthcare, insurance, manufacturing, publishing, pharmaceuticals, legal, education and government.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to DocFinity

Key benefits of DocFinity

● DocFinity is an enterprise content and business process management software that can either be installed on-premises or hosted in the cloud.

● The software offers core features including document indexing, search functionality, data import/export, version controls and scanning papers documents to convert them to digital files.

● Through various add-on modules, the product delivers capabilities in business process management, workflow management, dashboards, forms management and records management.

● DocFinity is flexible & scalable and enables organizations to meet business objectives such as compliance, integration of business units, process automation, and operational efficiency.

● The product can be used by businesses of all sizes in a variety of industries including healthcare, legal, insurance, financial services, education, publishing, hospitality, manufacturing, utilities, and government.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to DocFinity

Images

DocFinity Software - DocFinity can be accessed on iOS and Android devices
DocFinity Software - DocFinity creates audit trails for every event
DocFinity Software - DocFinity Intelligent Capture auto-classifies documents
DocFinity Software - DocFinity maintains document history and version controls
DocFinity Software - DocFinity offers dashboard features
DocFinity Software - DocFinity provides insights using visual analytic tools such as charts and graphs
View 7 more
DocFinity video DocFinity Software - DocFinity can be accessed on iOS and Android devices DocFinity Software - DocFinity creates audit trails for every event DocFinity Software - DocFinity Intelligent Capture auto-classifies documents DocFinity Software - DocFinity maintains document history and version controls DocFinity Software - DocFinity offers dashboard features DocFinity Software - DocFinity provides insights using visual analytic tools such as charts and graphs

Features

Total features of DocFinity: 33

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Archiving & Retention
  • Audit Trail
  • Business Process Control
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Customizable Templates
  • Data Import/Export
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • File Recovery
  • File Sharing
  • Forms Management
  • Full Text Search
  • Image Editing
  • Indexing
  • Mobile Access
  • Offline Access
  • Optical Character Recognition
  • Process Modeling & Designing
  • Reporting/Analytics
  • Search/Filter
  • Third Party Integrations
  • Version Control
  • Workflow Management

Alternatives

Nuxeo

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Visual QMS

0
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Configurable eQMS with visual business processes and modules for managing all relevant tasks related to quality...

DocuPhase

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#3 Alternative to DocFinity
Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate...

Content Central

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#4 Alternative to DocFinity
Eliminate repetitive and tedious processes with Content Central’s powerful workflow engine and integrations, intelligent...

Reviews

Overall rating

5 /5
(1)
Value for Money
0/5
Features
4/5
Ease of Use
4/5
Customer Support
4/5

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Showing 1 review
Johnathan M.
Overall rating
  • Industry: Computer Software
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Document workflow processing made easy

Reviewed on 2019/09/07

When this product went live to our client, it produced so many realized benefits, to name a few:...

When this product went live to our client, it produced so many realized benefits, to name a few: elimination of paper being passed between people and the negatives related to that (lost paperwork, the use of so much paper, hard to manage workload and so-on). Management of work was easier to track because it was all digitized. Some complex flows did cause latency, but later releases may have taken care of such issues. Also environment could affect processing. Overall a plus.

Pros

Eliminates waste by replacing manual paper processing. Digitized document administration makes the workload more accountable and traceable.

Cons

Some of the more complex workflows, took up more overhead than we imagined with constant monitoring and a crack technical staff.

DocFinity FAQs

Below are some frequently asked questions for DocFinity.

DocFinity offers the following pricing plans:

  • Free Trial: Not Available

Contact DocFinity for pricing information or a quote.

DocFinity has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

DocFinity supports the following languages:

English

DocFinity supports the following devices:

DocFinity integrates with the following applications:

Microsoft 365, Microsoft SharePoint

DocFinity offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)

Related categories

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